AI “Pioneer” Klarna paddles again on AI use for customer support
Extremely beneficial: Dialog between Nikolai Tengen and legendary investor Chris Hohn (TCI)
Wintergems has 3 new positions. I do just like the Classic yr/Cohort strategy rather a lot.
The “Surprise Inventory” Substack has an important write-up on UK smallcap Kitwave
Arranging portfolio corporations like gamers on a soccer tactic display screen is a really good thought
Robin’s Substack on Misitano & Stracuzzi, a possible “Mini Robertet” from Sicilly
Behind the Steadiness Sheet with (amongst different stuff) a deep dive into the catastrophic Walgreen & Boots take-over